JFS Wealth Advisors’s Middlesex Water MSEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$337 Buy
+6
New +$316 ﹤0.01% 2039
2024
Q1
Sell
-3
Closed -$197 2022
2023
Q4
$197 Buy
+3
New +$198 ﹤0.01% 1906
2023
Q3
Sell
-4
Closed -$323 1992
2023
Q2
$323 Buy
+4
New +$313 ﹤0.01% 1819
2023
Q1
Sell
-4
Closed -$315 1981
2022
Q4
$315 Buy
4
+2
+100% +$174 ﹤0.01% 1798
2022
Q3
$0 Buy
+2
New +$179 ﹤0.01% 1854
2022
Q2
Sell
-2
Closed 1864
2022
Q1
$0 Buy
+2
New +$204 ﹤0.01% 1911

Other funds holding MSEX

JFS Wealth Advisors's MSEX Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Middlesex Water (MSEX) in Q2 2026: 6 shares worth $337. The stake represents ﹤0.01% of the portfolio and ranks #2039 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in MSEX as recently as Q4 2023.

JFS Wealth Advisors first reported a position in MSEX in Q1 2022 and has held it in 6 quarters since. 17 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • JFS Wealth Advisors held 6 shares of Middlesex Water worth $337 as of Q2 2026.
  • Middlesex Water was a new JFS Wealth Advisors position in Q2 2026.
  • Middlesex Water made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2039 holding.
  • JFS Wealth Advisors first reported a position in Middlesex Water in Q1 2022 and has held it in 6 quarters since.
  • 17 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.